Strategic Wealth Creation for Owners, Families, High Earners

Unlocked Wealth & Financial Planning Services

What We Do

Creating Wealth,

Not Just Managing It.

Wealth isn’t just about investments or traditional financial planning —it’s about making smarter financial moves that reduce tax burdens, optimize your balance sheet, and create long-term security. Our Unlocked Wealth and Financial Planning services are designed for business owners, high-earning professionals, and families who want a massively valuable, planning-first approach to creating wealth, not just managing it.

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A Comprehensive, Personalized Road Map to Life Changing Wealth

Simple, Value-Based Fees

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Unlocked Wealth – $1,000/mo. - $20,000/mo.
(Based on Value Delivery, Complexity)
For owners and families who need more than financial planning—they need strategic coordination across every corner of their wealth. Our Unlocked Wealth service acts as your personal family office, delivering comprehensive, concierge-level financial management without the overhead of building it yourself.

We engineer your financial life to be efficient, intentional, and aligned with your long-term goals.
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Financial Plan – $6,000 to $50,000
(Based on Complexity)

For owners and families seeking more than financial planning—a tailored, project-based solution to strategically coordinate their wealth may be appropriate. We design and execute a precise, one-time plan to optimize your financial life, ensuring efficiency, intentionality, and alignment with your long-term goals, without the commitment of ongoing fees. If you later decide to engage us for an ongoing, Unlocked Wealth relationship, we provide the first several months of service for free to give you credit for the fees you already paid for the Financial Plan.

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Frequently Asked Questions

  • What makes Bloomwood Capital Advisors different?

    You can keep your current advisor AND work with Bloomwood.


    We do not have to manage any of your investments.


    If our free consultation does not uncover a clear path to massive, tangible wealth creation that is obvious to both of us, we will gladly provide introductions to a better fitting advisor.


    You get to keep our initial analysis and recommendations for free.

  • How do you charge for your services?

    We operate on a fee-only basis, meaning we do not accept commissions or have hidden fees. Depending on the complexity of your financial situation, our services are priced based on a flat fee, hourly rate, or a percentage of assets under management (AUM). Our goal is to provide at least 3x the value of the fee you pay through tax savings, financial efficiency, and strategic planning.

  • Can you help me lower my tax burden?

    Yes. Tax optimization is one of our core focuses. We analyze your income, investments, and business structure to identify strategies that minimize tax liability while keeping you compliant with IRS regulations.

  • What’s the first step in working together?

    We start with a free consultation where we get to know your financial situation, goals, and challenges. From there, we’ll outline an initial strategy and show you how our approach can help optimize your wealth and financial future.